证券日报网1月30日讯，东方盛虹（000301）在接受调研者提问时表示，原油是公司最主要的原料，每 年原油加工能力达到1600万吨。目前公司原油采购从海外进口，以美元结算。人民币升值有利于降低公 司原油采购成本。 ...

证券日报网1月30日讯，东方盛虹（000301）在接受调研者提问时表示，公司拥有PX产能280万吨/年、 PTA产能630万吨/年、纯苯产能超过100万吨/年，产能规模均位居国内前列；同时还配套有苯乙烯产能 45万吨/年、苯酚产能40万吨/年、丙酮产能25万吨/年、环氧丙烷产能20万吨/年等产品。公司芳烃链产 品的总产能合计超过了1000万吨。公司已打通"原油—PX—PTA—聚酯化纤"的全产业链，可以根据市场 及上下游行业动态灵活调整生产经营策略，充分发挥一体化布局优势和规模优势。 ...

Core Viewpoint - The company, Dongfang Shenghong, has a sulfur production capacity of 600,000 tons per year, which is positively impacted by the rising market prices of sulfur and other chemical products [1]. Group 1: Company Overview - Dongfang Shenghong has a sulfur production capacity of 600,000 tons per year [1]. - The company’s sulfur products are part of its integrated refining project, which includes various other chemical products [1]. Group 2: Market Trends - The central price of sulfur in the market has been continuously rising, benefiting the company's sulfur business [1]. - The chemical market is experiencing a recovery, with prices of several chemical products, including pure benzene, butadiene, acrylonitrile, acetone, styrene, PTA, PX, and propylene oxide, also showing a sustained upward trend [1]. Group 3: Production Capacity - The downstream supporting capacities of the company's integrated refining project include: - Pure benzene: over 1 million tons - Butadiene: 250,000 tons - Acrylonitrile: 1.04 million tons - Acetone: 250,000 tons - Styrene: 450,000 tons - PTA: 6.3 million tons - PX: 280,000 tons - Propylene oxide: 200,000 tons [1]. - The increase in product prices is expected to enhance the company's profitability [1].

股票代码：000301 股票简称：东方盛虹 公告编号：2026-015 债券代码：127030 债券简称：盛虹转债 江苏东方盛虹股份有限公司 关于召开 2026 年第二次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 江苏东方盛虹股份有限公司（以下简称"公司"）于 2026 年 1 月 14 日在《证券时报》 《中国证券报》《上海证券报》及巨潮资讯网（http://www.cninfo.com.cn）上披露了 《关于召开 2026 年第二次临时股东会的通知》（公告编号：2026-011），本次股东会采 取现场表决与网络投票相结合的方式召开。现发布关于召开 2026 年第二次临时股东会的 提示性公告。 一、召开会议的基本情况 1、股东会届次：2026 年第二次临时股东会。 2、股东会的召集人：董事会。 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上 市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等 法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： ...

Group 1 - The refining and trading sector increased by 1.02% on January 30, with Bohui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the refining and trading sector showed various performance, with Bohui Co., Ltd. closing at 12.20, up 4.01% [1] Group 2 - Major stocks that declined included Heshun Petroleum, which fell by 8.41% to 36.14, and Taishan Petroleum, down 5.26% to 8.46 [2] - The refining and trading sector experienced a net outflow of 39.53 million yuan from main funds, while retail investors saw a net inflow of 22.07 million yuan [2] - The trading volume for major stocks varied, with China Petroleum having a significant trading volume of 421.39 million shares [1][2] Group 3 - China Petroleum had a net inflow of 301 million yuan from main funds, while China Sinopec saw a net inflow of 65.69 million yuan [3] - Retail investors showed a net inflow of 809.96 million yuan into Bohui Co., Ltd., despite a significant outflow from main funds [3] - The overall sentiment in the refining and trading sector reflects mixed investor behavior, with some stocks attracting retail interest while facing main fund outflows [3]

Core Viewpoint - Dongfang Shenghong announced that its 100,000 tons/year POE facility is set to be completed and put into operation in the third quarter of 2025, positioning the company as one of the few domestic enterprises with self-developed and industrialized POE production capabilities [1] Company Developments - The POE products are currently in the early market development stage, with some grades already supplied for small-scale trials to customers in the photovoltaic and modified plastics industries [1]

Group 1: Financial Performance - The company expects to achieve a net profit attributable to shareholders of RMB 1.025 billion to 1.5 billion in 2025, a significant improvement compared to 2024, marking a turnaround from losses [2] - The overall profitability of the company has improved compared to 2024 due to various measures taken in response to the declining prices of crude oil and petrochemical products [3] Group 2: Production Capacity and Products - The company has a crude oil processing capacity of 16 million tons per year and produces a variety of chemical products, including 600,000 tons/year of sulfur, which has seen a price increase benefiting the company's operations [3] - The company has significant production capacities in the aromatics chain, including 2.8 million tons/year of PX, 6.3 million tons/year of PTA, and over 1 million tons/year of benzene, positioning it among the top in the domestic market [4] Group 3: New Materials and Future Plans - The company has a diverse range of new materials with capacities such as 900,000 tons/year of EVA and 100,000 tons/year of POE, which are leading products in the domestic market [5] - Future plans include focusing on new energy materials and low-carbon green industries, aiming to build a diversified industrial chain [5] Group 4: Market and Industry Trends - The company is actively responding to national policies aimed at reducing internal competition and is participating in industry discussions to maintain market order [3] - The exit of overseas chemical capacities due to high energy prices and demand decline is expected to significantly impact the global chemical supply-demand landscape, presenting opportunities for the company [7]

每经AI快讯，有投资者在投资者互动平台提问：最近看到丙酮涨价的新闻，公司是否会受益于近期涨 价行情？ 东方盛虹（000301.SZ）1月30日在投资者互动平台表示，公司拥有丙酮产能25万吨/年，是公司炼化一 体化项目下游配套的化工产品之一，具有显著的一体化成本优势。销售价格是会随行就市，动态调整 的。 （文章来源：每日经济新闻） ...

格隆汇1月30日丨东方盛虹(000301.SZ)在投资者互动平台表示，公司拥有丙酮产能25万吨/年，是公司炼 化一体化项目下游配套的化工产品之一，具有显著的一体化成本优势。销售价格是会随行就市，动态调 整的。 ...

多重因素共振 驱动芳烃板块上涨 对于本轮芳烃系列产品集体上涨，机构普遍认为并非单一因素驱动，而是成本支撑、供应扰动与宏观情 绪共振的结果。 一方面成本端强力支撑。纯苯作为芳烃产业链的源头产品，近期呈现明显的上涨态势，期货与现货价格 齐头并进，市场表现强劲。据隆众资讯显示，截至1月29日，纯苯现货报价已超6000元/吨，较本月初的 5270元/吨大幅上涨13.8%。纯苯价格的强势领涨，带动了整个芳烃链条成本重心上移，是芳烃链产品价 格中枢上移的核心影响因素。纯苯作为炼油、乙烯裂解、PX生产过程中的副产品，供给具有刚性特 征，在国内PX装置高负荷运行背景下，存量纯苯装置也都接近满负荷运行，很难再为市场提供额外的 增量产能。 同时，供应端扰动频发。国内外装置意外减产加剧了供需紧张局面。2025年，中国全年进口纯苯达到了 560万吨，进口依存度约20%，而进口纯苯有超50%来自韩国。2025年8月20日，韩国10家石化企业签署 业务重组协议，承诺削减370万吨石脑油裂解(NCC)产能，这一产能占韩国总产能1470万吨的25%。韩 国石脑油裂解装置除了直接生产乙烯、丙烯之外，还副产较多的芳烃产品，减产可能带来苯、甲苯、 ...